Summit Financial’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Summit Financial’s Portfolio BCAT Stock Details BCAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$675K	Buy	+42,396	New	+$651K	0.01%	986

Other funds holding BCAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial's BCAT Position: Q2 2026 in Review

Summit Financial opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q2 2026: 42,396 shares worth $675K. The stake represents 0.01% of the portfolio and ranks #986 among its holdings.

110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

Summit Financial held 42,396 shares of BlackRock Capital Allocation Term Trust worth $675K as of Q2 2026.
BlackRock Capital Allocation Term Trust was a new Summit Financial position in Q2 2026.
BlackRock Capital Allocation Term Trust made up 0.01% of Summit Financial's portfolio in Q2 2026, its #986 holding.
110 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.